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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,186 | $117,433+113.0% | $99,475+151.5% | $152,897+63.6% |
| Participation rate | 93.8% | 77.5%+16.2pp | 73.8%+19.9pp | 82.5%+11.3pp |
| Annual return | 26.67% | 31.87%-5.2pp | 30.72%-4.0pp | 345.43%-318.8pp |
| Employer contribution / active EE | $12,500 | $3,013+314.8% | $2,540+392.1% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,223 | $7,634-84.0% | $6,252-80.4% | $11,599-89.5% |